Van Leeuwen & Company’s Truist Financial TFC Stock Holding History

Van Leeuwen & Company’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$895K	Buy	22,963 +37	+0.2%	+$1.35K	0.45%	60
2023 Q4	$846K	Sell	22,926 -1,973	-8%	-$61.9K	0.49%	61
2023 Q3	$712K	Hold	24,899	–	–	0.44%	49
2023 Q2	$782K	Buy	24,899 +40	+0.2%	+$1.24K	0.49%	50
2023 Q1	$848K	Sell	24,859 -1,500	-6%	-$65.5K	0.57%	46
2022 Q4	$1.13M	Sell	26,359 -277	-1%	-$12.2K	0.78%	34
2022 Q3	$1.16M	Hold	26,636	–	–	0.92%	32
2022 Q2	$1.26M	Buy	26,636 +57	+0.2%	+$2.81K	1.06%	27
2022 Q1	$1.51M	Buy	26,579 +14,249	+116%	+$880K	1.11%	26
2021 Q4	$722K	Sell	12,330 -157	-1%	-$9.59K	0.4%	44
2021 Q3	$732K	Buy	+12,487	New	+$698K	0.45%	49

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Van Leeuwen & Company's TFC Position: Q1 2024 in Review

Van Leeuwen & Company increased its Truist Financial (TFC) stake by 0.16% in Q1 2024, buying an estimated $1.35K and bringing the position to 22,963 shares worth $895K. The position accounts for 0.45% of the portfolio, ranked #60.

Van Leeuwen & Company first reported a position in TFC in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.51M in Q1 2022. 1,422 funds tracked by Wall St. Rank hold TFC as of Q1 2024.

Van Leeuwen & Company held 22,963 shares of Truist Financial worth $895K as of Q1 2024.
Van Leeuwen & Company bought 37 Truist Financial shares in Q1 2024, an estimated $1.35K.
Truist Financial made up 0.45% of Van Leeuwen & Company's portfolio in Q1 2024, its #60 holding.
Van Leeuwen & Company first reported a position in Truist Financial in Q3 2021 and has held it in 11 quarters since.
Van Leeuwen & Company's Truist Financial position peaked at $1.51M in Q1 2022.
1,422 funds tracked by Wall St. Rank held Truist Financial as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.